To edit an existing user, click on the edit icon, located in the “Options” column.
If the user being edited belongs to the Inspector group, upon clicking the “Update” button you will be presented with the inspection configuration options. These are detailed in the documentation below.
User Details
The user details section of the form contains the information relating your user to their departments, roles and login information.
Field Name | Field Details |
|---|---|
Login Name | This field sets the login name or username that the user will use to log in to the MAGNET system. Login Names must be unique, and the system will verify that the requested login name is available. The Login Name cannot be changed once a user is created. |
Password | This is the default password the user will use to login into the MAGNET system. When editing a user you must click the “Change Password” link in order to see this field. |
Confirm Password | This field is to confirm that the password entered is correct. You should type the same value in this field and the password field. This field is disabled until a value is entered into the password field. When editing a user, you must click the “Change Password” link in order to see this field |
Force Reset? | If selected, the user will be required to change their password on first login. |
Job Title | The new user's position in the municipality or job title. |
Office | This field allows for the selecting of any configured offices. Typically, this field will only have “Default Office” or “Main Office”. |
Role | This field allows the selecting of one or more roles the user should be included in. Roles control what features and permissions users have throughout the system. If you have questions about the available roles, please feel free to contact your friendly MAGNET Support team. Press and hold the Ctrl key and click to select multiple options. |
Group Name | This field determines what group the user belongs to. Typically, the available groups are User and Inspector. If a user will be performing inspections in MAGNET, they must belong to the Inspector group. Press and hold the Ctrl key and click to select multiple options. |
Department | The department field shows a list of the available departments for your municipality. Selecting departments allows for users to be assigned to cases in those departments. This field is optional. If no users are added to department, the Assigned To field will not be displayed on cases. Press and hold the Ctrl key and click to select multiple options. |
Contact Details
The contact details section of the form contains the contact information for the new user.
Field Name | Field Details |
|---|---|
First Name | The users first name |
Middle Name | The users middle name |
Last Name | The users last name |
Surname | The users surname (JR, SR, etc.) |
Company | The company the user belongs to, if not part of the municipality |
Cell | The users cell phone number |
Work | The users work number |
Fax | The users fax number |
The users email address |
Inspector Configuration
After clicking on the “Create” button, if the new user is set to belong to the Inspector group, you will be presented with the Inspector Setup Wizard, which allows for the configuring of what inspections/section this user can do.
The first step in the Inspector Setup Wizard is to select the Sections that this inspector should be allowed to perform inspections in.
Press and hold the Ctrl key and click to select multiple options.
Once the desired sections have been selected, you can continue to the next step by clicking on “Next”.
This screen allows you to select if the inspector should be able to be assigned to all inspections in the selected sections, or if the inspector should be limited to only certain inspections.
Selecting “Yes” will create the user and that user will be available to schedule any inspection in any of the selected sections.
Selecting “No” will take you to the next step, which allows for the selecting of which inspections can be done by this user in each of the selected sections.
From here, you can select the specific inspection, per section, that this inspector can be assigned to. Any inspection not selected, will prevent this inspectors name from being available in the schedule inspection screen for that type of inspection.